2012-05-14T14:43:37-05:00 2011-06-30 Deloitte Tax LLP 250 East Fifth Street Suite 1900 Cincinnati OH 45202 990 2010-07-01 742505427 Carondelet Long-Term Care Facilities Inc CARO 8169424400 1000 Carondelet Drive Kansas City MO 641144673 Steve Cleary 8169424400 2012-05-14 1 Alicia Janisch 5137847100 2010 2016-02-24 21:20:13Z Steve Cleary 1000 Carondelet Drive Kansas City MO 641144673 29024965 0 0928 X N/A X 1988 MO Provides nursing home and assisted living facilities to in-patients. 6 3 539 10 0 0 7176 15660 29095223 28724090 11204 9418 458187 254828 29571790 29003996 0 0 0 0 20392378 20648755 0 0 0 9394951 10227593 29787329 30876348 -215539 -1872352 5762044 6200673 7382909 9694019 -1620865 -3493346 X Carondelet Health consists of Catholic organizations dedicated to the healing ministry of Jesus Christ. Our mission is to continue the healing ministry of Jesus Christ by providing long-term health care for older persons of all faiths, races and socio-economic backgrounds. 0 0 9447638 10022094 Carondelet Manor is a 162-bed skilled nursing facility with 642 discharges and 45,882 patient days during fiscal year 2011. The sub-acute unit provides more intensive treatment for patients requiring specialty care, rehabilitation or who have nursing care needs related to medically complex diagnoses. Ancillary services include physical and occupational therapy as well as specialized speech-language vital stimulation therapy. Carondelet Manor also offers complete decongestive therapy (CDT) to individuals suffering from a common chronic condition affecting their lymphatic system, known as lymphedema. The Alzheimer/Dementia Care is a separate unit dedicated to the care of individuals with Alzheimer's disease and other forms of dementia. The cherished moments programs are designed to celebrate the life, spirit and memories of the patients. The Long-Term Care unit provides extended care services for patients 240 hours-a-day, 7 days-a-week with a goal to help the patients attain and maintain their optimal level of well-being. 9018947 10022167 St. Mary's Manor is a 132-bed skilled nursing facility with an additional 57 residential living beds. In FY11 there were 551 skilled care discharges and 35,889 skilled patient days with an additional 14,531 residential care days. St. Mary's Manor offers a full range of services including post-hospital or sub-acute, respite, short and long term care, hospice and an aggressive rehab to home program, offering both inpatient and outpatient services. St. Mary's Manor specializes in meeting individual nursing needs which include skilled care, wound care and recuperative care. Specific rehabilitation needs are met with physical, occupational and speech therapy. St. Mary's Manor has a secure care unit for those requiring Alzheimer's or other dementia care. The facility is a Parkinson Accredited Facility offering specialized training for our staff on Parkinson's disease. The residential care area offers one or two bedroom apartments for independent living with services including three meals each day, housekeeping services, laundry, and medication distribution and assistance. 6736038 8679829 Villa Saint Joseph is a 120-bed skilled nursing facility with 322 discharges and 34,760 patient days during fiscal year 2011. The medical plan of care is ordered by the physician and implemented by the nursing staff. Services include physical, speech and occupational therapy as well as a mobile x-ray unit for radiology and EKG services. Because of the importance of spiritual care to the Sisters of St. Joseph of Carondelet, there is a full-time spiritual care staff member who visits residents regularly and schedules scripture and devotional services. The social service department at Villa Saint Joseph is an integral part of the health care team. The social worker's primary responsibility is to assist with the psychosocial needs of all residents, family members and friends. The staff activities director organizes activities for individuals and groups, including social events and special activity groups. Villa Saint Joseph is a place where independent living and family participation are welcomed and encouraged. 25202623 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 1 539 1 0 0 0 0 0 0 0 0 0 0 X 6 3 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X Steve Cleary 8169432819 1000 Carondelet Drive Kansas City MO 64114 X Steve Chies 1.00 X X 0 0 0 Larry Rubin Sch O 1.00 X X 0 218410 55048 Dale Thompson 1.00 X 0 0 0 Kevin Rymanowski 1.00 X 0 0 0 Deborah Everage 1.00 X 92047 0 1658 Bronna Woods 1.00 X 86953 0 16559 Valerie Finley 1.00 X 88488 0 7205 Kim Berens 1.00 X 76692 0 19190 Dee Foote 1.00 X 78694 0 15171 Steve Cleary Sch O 1.00 X 0 294726 34166 Scott Kashman Sch O 1.00 X 0 306601 53412 Carla Brogdon Sch O 1.00 X 0 55952 3495 Larry Marshall X 0 0 0 0 875689 146121 1 0 1 0 Benedictine Health System 1995 E Rum River Dr Cambridge MN 55008 Management 993583 1 15660 15660 Patient Revenue 623990 28724090 28724090 28724090 9418 9418 16480 20969 -4489 -4489 -4489 Beauty Shop 812900 133652 133652 Medicoach 900000 92670 92670 Dietary Guest Meals 722210 21052 21052 11943 11943 259317 29003996 28724090 0 264246 17158097 13984562 3173535 66925 54547 12378 2207545 1799241 408304 1216188 1017913 198275 6200 6200 1249722 199714 1050008 31150 19007 12143 739759 479938 259821 38387 38387 2563980 2321166 242814 76269 13407 62862 17858 3953 13905 797 618 179 148726 148726 Medical Supplies 2979848 2979848 0 NFRA Fee 1018796 1018796 0 Bad Debt 630833 630833 0 Purchase Services 279288 185962 93326 0 Beauty Shop Exp. 236581 205218 31363 0 209399 139174 70225 30876348 25202623 5673725 0 1631837 1368493 4041201 4612440 65714 64771 23292 154969 5762044 6200673 1830166 1665021 986372 913000 4566371 7115998 7382909 9694019 X -1620865 -3493346 -1620865 -3493346 5762044 6200673 X -1872352 -129 X X 0 1 1 X 0 X 6722 4423 16613 7176 15660 50594 26227879 27854264 27833350 29597889 28988208 140501590 26234601 27858687 27849963 29605065 29003868 140552184 0 0 0 140552184 530333 479892 529141 23531 9289 1572186 530333 479892 529141 23531 9289 1572186 243831 260992 242306 264658 259318 1271105 27008765 28599571 28621410 29893254 29272475 143395475 0.98020 0.97700 0.01100 0.01410 X 0 Settlements to Third Party Payors 23717 Other Current Liabilities 7090815 Self Insurance Liability 1466 7115998 0 1 0 0 0 0 0 0 0 Larry Rubin Sch O 0 190250 0 0 0 28160 0 38017 0 17031 0 273458 0 0 Steve Cleary Sch O 0 258158 0 0 0 36568 0 17527 0 16639 0 328892 0 0 Scott Kashman Sch O 0 265475 0 13751 0 27375 0 35340 0 18072 0 360013 0 0 Part I, Line 4b Part I, Line 4b: Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. A related organization that paid the salaries of the individuals listed in Schedule J, Part II, contributed to the supplemental nonqualified retirement plan in the amount as noted: - Scott Kashman - $18,065 - Steven Cleary - $17,849 - Larry Rubin - $19,882 Supplemental Information Part III Part I, Line 3: Carondelet Long-Term Care Facilities, Inc. relied on a related organization (Carondelet Health) that used one or more of the methods described below to establish Steve Cleary's compensation: - Compensation Committee - Independent Compensation Consultant - Written Employment Contract - Compensation Survey or Study - Approval by the Board/Compensation Committee Form 990, Part VI, Section A, line 3 Carondelet Long-Term Care Facilities, Inc. delegated control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to Benedictine Health System. The Benedictine Health System is a 501(c)(3) nonprofit organization. The Benedictine Health System is committed to providing compassionate, quality care with special concern for the underserved and those in need. Form 990, Part VI, Section A, line 6 Carondelet Long-Term Care Facilities, Inc., has a single corporate member, Carondelet Health. Form 990, Part VI, Section A, line 7a Carondelet Long-Term Care Facilities, Inc., has a single corporate member, Carondelet Health, who has the ability to elect members to the governing body of Carondelet Long-Term Care Facilities Inc. Form 990, Part VI, Section A, line 7b All decisions that have a material impact to Carondelet Long-Term Care Facilities, Inc. financial information or corporation as a whole are subject to approval by its sole corporate member, Carondelet Health. Form 990, Part VI, Section B, line 11 Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Management presents the Form to the Board, or a designated committee, to review. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer any Board Members questions. Form 990, Part VI, Section B, line 12c The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee meeting will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflicts of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose. Form 990, Part VI, Section B, Line 15a: This question is most appropriately answered as not applicable as this organization does not have a CEO, executive director, top management official, officers, and/or key employees. Form 990, Part VI, Section C, line 19 The organization will provide any documents open to public inspection upon request. Form 990, Part VII, Section A: Scott Kashman, Larry Rubin, Carla Brogdon and Steve Cleary receive compensation from Carondelet Health, a related organization of Carondelet Long-Term Care Facilities, Inc. The compensation they receive is for their role at Caondelet Health, and not for their role as a Director/Officer of Carondelet Long-Term Care Facilities, Inc. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -129. Description of Organization's Audited Financial Statements: Form 990, Part XII, Line 2: The financial statements of Carondelet Long-Term Care Facilities, Inc. fall under the limited scope audit of Carondelet Health. The activity of Carondelet Long-Term Care Facilities, Inc. and other members of the Carondelet Health System are reported in the consolidated financial statements of Ascension Health. No individual audit of Carondelet Long-Term Care Facilities, Inc. is completed. Form 990, Part III: Carondelet Health - Kansas City Community Benefit Report For the year ended June 30, 2011 Carondelet Health consists of St. Mary's Medical Center, St. Joseph Medical Center, three long-term care facilities and home care services. Carondelet Health is dedicated to the healing ministry of Jesus Christ. Our commitment to human dignity compels us to provide compassionate, quality healthcare for body, mind and spirit, with a special concern for the poor. We are responsible stewards serving the needs of all people from conception to death. Carondelet Health is a member of Ascension Health, the nation's largest Catholic and nonprofit health system. With Charity for All: The downturn in the American economy these last few years has proved challenging for everyone involved in health care. Not-for-profit hospitals have felt the increasing number of patients who have no insurance, are underinsured and cannot pay the full cost of their care. Comparative health care costs have soared since the Sisters of St. Joseph of Carondelet started Kansas City's first hospital in a three-story house in downtown Kansas City. Today, Carondelet Health provides financial assistance to uninsured patients at both St. Joseph and St. Mary's Medical Centers. If patients are eligible for Medicaid, the Medical Centers will assist with the application. Carondelet Health also helps patients who need extra time to settle their bills with an interest-free, extended-term payment plan, regardless of their employment or credit history. Carondelet Health is also deeply involved in educating the public about the challenges for those without health insurance. Each year it joins other organizations in Cover the Uninsured Week. Carondelet Health created a resource guide for the uninsured that is used throughout the region and is available in both English and Spanish. In keeping with the rich tradition of the founding Sisters of St. Joseph of Carondelet and the Sisters of St. Mary, St. Joseph and St. Mary's turn away no one in need. The sister's commitment to providing compassionate, quality care remains visible at the Medical Centers to this day. Caring for Our Community: Carondelet Health's facilities are active members of the communities they serve, offering a long list of programs and services to help care for the physical, mental, social and spiritual health of the residents living in those communities. Here are some highlights: The Health Sciences Library at St. Joseph Medical Center: This library facility welcomes anyone wishing to learn more about health, disease and wellness. Visitors have access to print, video and computerized health information. - Support Groups: Both medical centers offer groups for bereavement, Alzheimer's, stroke, infant loss, Lyme disease, diabetes, battered women and other areas of need. - Informative Web site and Health Magazine: Our newly redesigned Web site, Carondelethealth.org offers health information and direct links to more than fifty health-related organizations and support groups. Health Wise, our community health magazine is full of interesting and educational health features and is available on our Web site or by mail. - High Risk Obstetrics Care: Our Healthy Beginnings program provides counseling and pre- and post-natal care for underinsured, uninsured and Medicaid mothers going through high-risk pregnancies. - Seniors Clinic: Located at St. Joseph Medical Center, this popular program addresses the health needs of homebound seniors and residents of long-term care and assisted living facilities. The clinic provides a comfortable, convenient, cost-effective setting where seniors' needs can be assessed, diagnosed and treated by physicians. The clinic also provides free transportation for many patients. - Free Wellness Services: Carondelet Health provides wellness services to nine churches in its service area and to designated low-income patients. - Classroom Space: Space is provided for alternative high school classes offered by the Kansas City School District. Other local not-for-profit agencies are invited to host meetings and seminars in the medical centers for a nominal fee. - Contributions to Community Groups: Carondelet Health contributes to many worthwhile organizations, including Cristo Rey High School, the American Cancer Society, the American Heart Association and Catholic Charities of Kansas City. It supports the Seton Center Family and Health Services by providing human resources, maintenance and wellness services; and funds after school programs for at-risk children at YMCAs in Kansas City and Blue Springs. - Involvement with Community Events: St. Joseph and St. Mary's participate in numerous health fairs, offering free blood pressure, blood sugar and prostate cancer screenings. Together the medical centers sponsor a domestic violence rally to raise awareness about this critical issue and to support area victims. St. Joseph also coordinates a free informational seminar with the American Diabetes Association. Caring for the Poor: Charitable Losses by Carondelet Health of Kansas Fiscal Year 2011 (July 1, 2010 - June 30, 2011) Unpaid Medicare Reimbursement $7.4 million Unpaid Medicaid reimbursement $7.8 million Traditional Charity $3.5 million Collectable Debt $4 million Community Services $1.3 million Subsidized Services $2.8 million Total Community Benefit: $23 million Carondelet Long-Term Care Fiscal Year 2011 (July 1, 2010 - June 30, 2011) 1) Care of the poor - at cost - $97,383 2) Government sponsored health care - net expense - $1,776,012 Unpaid cost of public indigent care programs (includes Medicaid, SCHIP, other safety net programs: does not include Medicare shortfall) 3) Community Benefit Programs - net expense - $0 Total quantifiable community benefit as determined in accordance with CHA reporting guidelines - $1,873,395 Total quantifiable community benefit - $1,873,395 Ascension Health PO Box 45998 St Louis MO 63145 311662306 National Health System MO Section 501(c)(3) Schedule A, Line 11a N/A 0 Carondelet Health 1000 Carondelet Drive Kansas City MO 641144673 431276738 System Parent MO Section 501(c)(3) Schedule A, Line 11c Ascension Health 0 Carondelet Health Corp & Affiliates Emp Health & Dental Care 1000 Carondelet Drive Kansas City MO 641144673 431116849 VEBA MO Section 501(c)(9) N/A Carondelet Health 1 Carondelet Home Care Services Inc 11050 Roe Suite 120 Overland Park KS 66211 431379352 Home Health Care Services MO Section 501(c)(3) Schedule A, Line 3 Carondelet Health 1 St Josesph Medical Center 1000 Carondelet Drive Kansas City MO 641144673 440546292 Health Care MO Section 501(c)(3) Schedule A, Line 3 Carondelet Health 1 St Mary's Medical Center 201 West RD Mize Rd Blue Springs MO 64014 431284526 Health Care MO Section 501(c)(3) Schedule A, Line 3 Carondelet Health 1 St Mary's Medical Center Foundation 1000 Carondelet Drive Kansas City MO 641144673 431918107 Fundraising MO Section 501(c)(3) Schedule A, Line 11c Carondelet Health 1 St Joseph Medical Center Foundation 1000 Carondelet Drive Kansas City MO 641144673 431388461 Fundraising MO Section 501(c)(3) Schedule A, Line 11c Carondelet Health 1 South Kansas City Surgical Center LLC 10730 Nall Ste 100 Overland Park KS 66211 Health Care KS N/A 0.51000 Indian Creek Center Inc 1000 Carondelet Drive Kansas City MO 641144673 480956627 Management MO N/A C Carondelet Management Company Inc 11050 Roe Suite 110 Overland Park MO 66211 431352545 Health Management MO N/A C Carondelet Pharmacy 1000 Carondelet Drive Kansas City MO 641144673 431699329 Pharmacy MO N/A C Carondelet Primary Care Network Inc 1000 Carondelet Drive Kansas City MO 641144673 431596702 Health Care MO N/A C Saint Joseph Ambulatory Surgical Center LLC 1000 Carondelet Drive Kansas City MO 641144673 251905706 Health Care MO N/A C Carondelet Occupational Health Wellness & Educational Serv Inc 1000 Carondelet Drive Kansas City MO 641144673 861144194 Health Care MO N/A C Carondelet Physician Services 1000 Carondelet Drive Kansas City MO 641144673 562661163 Health Care MO N/A C Carondelet Medical Enterprises 1000 Carondelet Drive Kansas City MO 641144673 562661165 Office Admin. Services MO N/A C Carondelet Cardiology Services 1000 Carondelet Drive Kansas City MO 641144673 271322670 Health Care MO N/A C 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 Carondelet Health Q 2613641 Cash Carondelet Health Corp & Affiliates Emp Health & Dental Care R 1854302 Cash Carondelet Health J 828868 Cash St Mary's Medical Center J 650868 Cash Carondelet Health R 2044265 Cash St Joseph Medical Center P 7690329 Cash